Ownership history in Abacus Wealth Partners, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Abacus Wealth Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Abacus Wealth Partners, LLC underperformed the S&P 500 by β2.8% annually on this DFAC position. Timing score: 27% (3/11 decisions correct). Average cost basis: $24.68. Maximum drawdown during holding period: β4.4%.
β οΈ Trailed SPY by 2.8% ann. on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 11 add/trim decisions correct
Best entry: $24.68 (2023 Q1) Β· Worst: $24.68 (2023 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 11 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.58% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.